Diary of a 9–5 Investor 📈 | Simplifying Wall Street for busy professionals | Get The Stock Power Rankings → portfolioparrot.com
Joined March 2024
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This week’s Stock Power Rankings are interesting.
The market still has opportunity, but the cleanest setups are not always the highest-upside names.
AI remains powerful, but risk is rising.
This week I’m watching:
Momentum quality
Big-money signals
Valuation discipline
Healthy dips, not hype
Full breakdown in this week’s newsletter.
Link in Bio. 🔗
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Markets closed May at record highs.
$NVDA $PM $ABBV
But this week’s Stock Power Rankings show a more complicated picture:
- Analyst sentiment remains strong
- Momentum is still alive
- Valuation is mixed
- Big-money signals are not fully supportive
- 17 of 23 screened stocks carry Elevated or High Risk
The opportunity is there.
But this is not a market for blindly chasing upside.
Full table available to newsletter subscribers ONLY.
Link in Bio 🔗
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While Trump is playing with our wallets, I'm thinking more long-term...
Since 1950:
If you bought after the market finished a month down 10% , average total returns were:
• 15% after 1 year
• 42% after 3 years
• 72% after 5 years
After a 20% drop:
• 17% after 1 year
• 45% after 3 years
• 74% after 5 years
After a 30% drop:
• 21% after 1 year
• 48% after 3 years
• 88% after 5 years
The worse the headlines got, the better long-term returns tended to be.
Panic sells the bottom. Patience buys the future.
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Since 1950:
If you bought after the market finished a month down 10% , average total returns were:
• 15% after 1 year
• 42% after 3 years
• 72% after 5 years
After a 20% drop:
• 17% after 1 year
• 45% after 3 years
• 74% after 5 years
After a 30% drop:
• 21% after 1 year
• 48% after 3 years
• 88% after 5 years
The worse the headlines got, the better long-term returns tended to be.
Panic sells the bottom. Patience buys the future.
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Custom chips, networking and photonics are becoming just as important as compute.
$MRVL was already one of the names I highlighted in “Beyond NVIDIA: 4 Custom AI Chip Designers Gaining Global Market Share.”
blog.portfolioparrot.com/p/b…
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1 in every ~2 years: the market drops 10%.
1 in every ~5 years: it drops 20% .
Yet every correction feels like the end of the world.
Volatility is normal. Panic is optional.
The investors who build the most wealth are usually the ones who stay in the game.
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Most investors are still focused on the old winners.
Here’s where the smart money is moving now:
blog.portfolioparrot.com/p/t…
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For much of 2025, investors could buy nearly any AI-related stock and feel smart.
In 2026, they’ll need to be more selective.
That’s a very different kind of market.
The winners are no longer just the companies with the biggest AI story.
They are increasingly the businesses selling oil, power, equipment, infrastructure, and essentials.
In tomorrow’s newsletter, I break down the key stocks, sectors, and institutional rotations shaping the week ahead.
LINK IN BIO
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$META is among the most oversold after another week of losses on Wall Street.
It's a bearish tilt, but has potential value if fundamentals hold.
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Happy Monday 📈
The Bulls are back.
- S&P500 = 1.58% 🟢
- NASDAQ = 1.62% 🟢
- DOW Jones = 1.84% 🟢
- VIX = 6.83%
What are you buying today?
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